Research from Atrium Research, Atrium Research Corporation

Atrium Research

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis.

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

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<li>Rubicon has grown revenue at a 44% CAGR since 2020, while outpacing industry growth and limiting dilution.</li>
<li>We expect growth to accelerate in 2026 as ROMJ brings online its new Cascadia facility.</li>
<li>Rubicon has posted positive adjusted EBITDA since 2022, with margins expected to reach 10% in 2025 and 14% in 2026.</li>
</ul>


Rubicon has grown revenue at a 44% CAGR since 2020, while outpacing industry growth and limiting dilution.
We expect growth to accelerate in 2026 as ROMJ brings online its new Cascadia facility.
Rubicon has posted positive adjusted EBITDA since 2022, with margins expected to reach 10% in 2025 and 14% in 2026.


ROMJ: Premium Cannabis Leader Poised for Accelerated Growth

Rubicon Organics

ROMJ: Premium Cannabis Leader Poised for Accelerated Growth